My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

Running, Golf and Fishing.

Community Participation

National Day of Service November 15, 2013 at Gleaners Community Food Bank

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances

Awards & Recognition

  • H & R Block Financial Advisors Silver Elite Advisor , 2006
  • H & R Block Financial Advisors Silver Elite Advisor , 2005
  • Ameriprise Circle of Success, 2011

Qualifications

  • Series 7, 63, 65, Life & Health
  • BS Finance - Central Michigan University 1995
  • Masters in Business Administration - Wayne State University 2001
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • Silver Elite Advisor 2005, 2006
  • I have been helping people reach their goals since 1995.
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Education

  • Wayne State University, Detroit MI
  • Central Michigan University, Mt Pleasant, MI

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Videos(1 videos) X